At a Glance
- Tasks: Manage an established portfolio and provide top-notch financial advice to clients.
- Company: RGH-Global Limited, a leading firm in financial planning.
- Benefits: Hybrid working, strong team support, and a focus on client relationships.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: A Level 4 Diploma in Financial Planning and proven client service skills.
The predicted salary is between 49500 - 60500 £ per year.
RGH-Global Limited is seeking a Financial Adviser in Central London to focus on high-quality financial planning and long-term client relationships.
You will take ownership of an existing portfolio and deliver proactive, compliant advice with the support of a strong team.
The role is employed, with hybrid working and an established client base. A Level 4 Diploma in Financial Planning is required, with a track record of client service excellence.
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Wealth Planner for Established Portfolio | Hybrid employer: RGH-Global Limited
RGH-Global Limited is an exceptional employer, offering a supportive and nurturing work culture that prioritises the well-being of both staff and the young people in their care. Located in Liverpool, the company provides ample opportunities for professional growth and development, alongside a competitive salary package, making it an ideal place for those passionate about making a meaningful impact in the lives of children and young people.
